Pantheon Macroeconomics - Pantheon Macroeconomics aims to be the premier provider of unbiased, independent economic intelligence to financial market professionals around the world.

Independent Incisive Illuminating

Skip to Main Content

 

Document Filters

Filter By Keyword (use '+' sign to search multiple phrases)

Filter By Author

Filter By Date

Apply Filters
Clear Filters

UK Publications

4 August 2017 Little from the MPC to Support Markets' Steep Near-Term Rate Path

By Samuel Tombs

Markets still see a near-40% chance of the MPC raising Bank Rate by the end of this year--the same as at the start of this week--despite the notable absence of comments from the Committee yesterday aimed at preparing the ground for a near term hike.

Category: UK Documents / Document PDF (0 B) Download

3 August 2017 Will the MPC Call Time on the Term Funding Scheme?

By Samuel Tombs

We see only a small risk today of the MPC raising interest rates or sending a strong signal that a hike is imminent, for the reasons we set out in our preview of the meeting. The MPC, however, also must decide today whether to wind up the Term Funding Scheme-- TFS--launched a year ago as part of its post-Brexit stimulus measures.

Category: UK Documents / Document PDF (0 B) Download

2 August 2017 An Advance Preview of July's Consumer Price Figures

By Samuel Tombs

July's consumer price figures--published on August 15th, while we are on vacation--look set to show that June's drop in CPI inflation was just a blip. We think that CPI inflation ticked up to 2.7% in July, from 2.6% in June, on track to slightly exceed 3% toward the end of this year.

Category: UK Documents / Document PDF (0 B) Download

1 August 2017 Money Data Show Diverging Household and Corporate Fortunes

By Samuel Tombs

The latest money and credit data highlight that the financial fortunes of firms and households have begun to differ markedly. Private non- financial corporations--PNFCs--are enjoying strong growth in their broad money holdings. The 1.2% month-to-month increase in PNFC's M4 was the largest rise since August 2016, and it lifted the year- over-year growth rate to 9.3%, from 9.0% in May.

Category: UK Documents / Document PDF (0 B) Download

31 July 2017 The Inflation Report Likely Won't Boost 2017 Rate Hike Odds

By Samuel Tombs

The pullback in CPI inflation in June and continued slow GDP growth in Q2 mean that the MPC almost certainly will keep Bank Rate at 0.25% on Thursday.

Category: UK Documents / Document PDF (0 B) Download

28 July 2017 The Downturn in Housing Market Activity has Further to Run

By Samuel Tombs

Equity prices for companies dependent on the U.K.'s residential property market tumbled yesterday as several companies reported poor results for the first half of 2017. Most companies blamed a decline in housing transactions for falling profits.

Category: UK Documents / Document PDF (0 B) Download

27 July 2017 GDP Growth Will Remain Weak in 2017, Keeping the MPC Inactive

By Samuel Tombs

GDP rose by 0.3% quarter-on-quarter in Q2, according to the ONS' preliminary estimate, confirming that the economy has fundamentally slowed since the Brexit vote. The modest growth has reduced further the already-small risk that the MPC will raise interest rates at its next meeting on August 3.

Category: UK Documents / Document PDF (0 B) Download

26 July 2017 Preliminary GDP to Confirm Growth Remained Sluggish in Q2

By Samuel Tombs

Today's preliminary estimate of GDP likely will show that the economy continued to struggle in response to high inflation, further fiscal austerity and Brexit uncertainty.

Category: UK Documents / Document PDF (0 B) Download

25 July 2017 Will the Participation Rate Continue to Defy Gravity?

By Samuel Tombs

The participation rate--the proportion of people either in or looking for work--has held steady over the last decade, despite the ageing of the population and the rise in student numbers.

Category: UK Documents / Document PDF (0 B) Download

24 July 2017 High Inflation Won't Last as Long as Markets Expect

By Samuel Tombs

After pricing-in the consequences of sterling's depreciation for inflation last year only slowly, markets are at risk of costly inertia again.

Category: UK Documents / Document PDF (0 B) Download

Page 1 of 44 (432 Documents)« PreviousNext »

Access Key Enabled Navigation

Keywords for: UK Documents

pantheon macroeconomics, pantheon, macroeconomic, macroeconomics, independent advice, independent analysis, advisors, advisers, advisor, advice, independent, analysis, research, economic intelligence, economy, economic, economics, economists, Dr. Ian Shepherdson, Ian Shepherdson, financial market, financial, market, finance